PWA

Physician Wealth Advisors Portfolio holdings

AUM $703M
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,084
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.4%
2 Financials 1.77%
3 Healthcare 1.75%
4 Consumer Discretionary 1.51%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PII icon
1126
Polaris
PII
$3.93B
$2.5K ﹤0.01%
43
PGEN icon
1127
Precigen
PGEN
$1.56B
$2.49K ﹤0.01%
758
UMAC icon
1128
Unusual Machines
UMAC
$705M
$2.49K ﹤0.01%
165
CIEN icon
1129
Ciena
CIEN
$34.3B
$2.48K ﹤0.01%
17
+12
CCS icon
1130
Century Communities
CCS
$1.99B
$2.47K ﹤0.01%
39
NIO icon
1131
NIO
NIO
$11.9B
$2.47K ﹤0.01%
324
+69
DDS icon
1132
Dillards
DDS
$10.4B
$2.46K ﹤0.01%
4
+1
GPRE icon
1133
Green Plains
GPRE
$812M
$2.45K ﹤0.01%
279
AMRC icon
1134
Ameresco
AMRC
$1.75B
$2.45K ﹤0.01%
73
TECH icon
1135
Bio-Techne
TECH
$10.7B
$2.45K ﹤0.01%
44
+11
HWC icon
1136
Hancock Whitney
HWC
$5.71B
$2.44K ﹤0.01%
39
+31
DOMO icon
1137
Domo
DOMO
$257M
$2.42K ﹤0.01%
153
ENSG icon
1138
The Ensign Group
ENSG
$10.5B
$2.42K ﹤0.01%
14
+6
NMRA icon
1139
Neumora Therapeutics
NMRA
$343M
$2.4K ﹤0.01%
1,320
CUZ icon
1140
Cousins Properties
CUZ
$4.53B
$2.4K ﹤0.01%
+83
WASH icon
1141
Washington Trust Bancorp
WASH
$580M
$2.4K ﹤0.01%
83
+16
SAIA icon
1142
Saia
SAIA
$9.35B
$2.4K ﹤0.01%
8
+2
AGEN
1143
Agenus
AGEN
$114M
$2.39K ﹤0.01%
621
CDW icon
1144
CDW
CDW
$17.2B
$2.39K ﹤0.01%
15
+5
VYMI icon
1145
Vanguard International High Dividend Yield ETF
VYMI
$15.4B
$2.39K ﹤0.01%
+28
SF icon
1146
Stifel
SF
$13.2B
$2.38K ﹤0.01%
21
+15
BMEA icon
1147
Biomea Fusion
BMEA
$99.7M
$2.38K ﹤0.01%
1,179
+485
BKSY icon
1148
BlackSky Technology
BKSY
$991M
$2.38K ﹤0.01%
118
FLO icon
1149
Flowers Foods
FLO
$2.32B
$2.38K ﹤0.01%
182
-64
OLN icon
1150
Olin
OLN
$2.67B
$2.38K ﹤0.01%
95